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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $757,534 | $159,934+373.7% | $147,005+415.3% | $145,959+419.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.54% | 98.24%-71.7pp | 418.76%-392.2pp | 561.95%-535.4pp |
| Employer contribution / active EE | $3,432 | $5,287-35.1% | $4,934-30.4% | $4,661-26.4% |
| Participant deferral / active EE | $9,852 | $8,427+16.9% | $8,070+22.1% | $6,689+47.3% |
| Admin fee / account holder | $4,858 | $15,053-67.7% | $13,006-62.7% | $13,398-63.7% |